Terminals
See every terminal, printer and online checkout you have, register new ones with a code or QR, follow hardware deliveries, and rename, move or deactivate a terminal.
Overview
Terminals lists every device and checkout that can take payments for you: card terminals, CheckoutX on a phone or tablet, receipt printers, and the online “terminals” behind payment pages. Every terminal belongs to a store.
Open Terminals in the sidebar. If you’ve picked a store in the store switcher, the store’s own Terminals section shows only that store’s terminals.
The terminal list
The page has three tabs: Terminals, Printers and Deliveries. Above the list, a summary shows how many terminals you have, how many are active and how many are registered.
| Column | What it shows |
|---|---|
| Name | The terminal name, or the device model if it hasn’t been named |
| Type | The terminal type, for example CheckoutX, SurfTouch, SurfPad or Payment page. A TTP badge marks Tap to Pay (CheckoutX); an Online badge marks payment pages and other online terminals |
| Terminal version | The installed payment app version |
| Store | The store the terminal belongs to. Click it to open the store |
| Terminal ID | The terminal’s ID, with the serial number underneath |
| Registered | When the terminal was registered |
| Last alive at | When the terminal last checked in |
Search with Search by and the search box, and sort by clicking a column header. The table is wide; collapse the sidebar with the toggle at the top left to see every column. Click » to open a terminal.
Printers lists your receipt printers in the same way. Deliveries tracks hardware you’ve ordered from Surfboard (see below).
Changing settings on several terminals at once
Tick the checkboxes on the left to select terminals. A bar shows how many are selected. Click the settings (gear) icon to open a drawer that applies the same configuration to all of them. See Terminal Settings & Tips.
Registering a terminal
Only admins can register terminals. Users see a note that they need an admin to do it.
Click + Register new terminal on the Terminals page, or + Register new on a store’s Terminals tab.
With a registration ID
- Under Select store, pick the store the terminal belongs to. (If you came from a store, it’s already chosen.)
- Enter a Terminal name. It’s only shown in the portal, not on the terminal itself.
- Enter the Registration ID. This is usually a 6-digit code that the terminal shows when it starts. For SurfPad, use the serial number on the back of the device.
- Click Register new terminal ». You’re taken to the store, where the new terminal now appears.
With a QR code or code
Below the form, Register with a QR code or code works for all Android terminals and for CheckoutX SoftPOS. The portal creates a code for the selected store:
- “Open the registration screen on the terminal, or in CheckoutX on your phone.”
- “Scan the QR code, or type in this code:” the 6-digit code shown on the page. Click the code to copy it.
The code is valid for two minutes, and the page shows a countdown. When the terminal registers, the page confirms it and the terminal appears under Terminals. If the code expires, click New code. You can also use Copy link or Visit link ↗ to open the registration link on the device itself.
CheckoutX
The CheckoutX button at the top of the Terminals page opens the same registration code in a dialog, so you can quickly add CheckoutX on a phone or tablet. Pick the store if you have more than one.
Deliveries
Deliveries shows terminals and accessories you’ve ordered from Surfboard. Each order card shows the Order ID, its status (Placed, Confirmed, Shipped, Delivered or Cancelled), the carrier and tracking number, the items with their serial numbers once assigned, and a Track shipment link. If you haven’t ordered anything, it says “No hardware orders”. See Order Hardware.
The terminal page
Click a terminal to open it.
The header has ← Back to store, the terminal name with a pencil to rename it, and Deactivate terminal. Below it, pick a period (All time, Today, Last 7 days, Current month, Last month or Custom date) for the terminal’s sales.
| Tab | What it’s for |
|---|---|
| Transactions | The terminal’s sales for the selected period. Click a row to open the transaction |
| Settings | Which store the terminal belongs to, and its device configuration |
| Tips | Tipping on this terminal |
| Info | Device details and when the terminal was last online |
| Orders | Payment page terminals only: the orders and payment links created on it |
Printers only have the Settings and Info tabs, plus a Test print button that prints your latest receipt on the printer.
Info
Terminal information shows when the terminal was last alive and last turned on, plus network, signal and battery status when the terminal reports them. Below that: Terminal ID, Serial number, the app and operating system versions, the terminal type, and when it was activated. Use this when you talk to support about a specific device.
Renaming a terminal
Admins can click the pencil next to the name, enter a new Terminal name and save. The name is only used in the portal; it isn’t shown on the terminal.
Moving a terminal to another store
On the Settings tab, the Store box shows which store the terminal is connected to. Admins can click Change Store, pick the new store and save. This happens straight away, with no confirmation step. Online terminals (payment pages) can’t be moved, because they’re tied to the store’s verified domain.
The rest of the Settings tab, and the Tips tab, are covered in Terminal Settings & Tips.
Deactivating a terminal
Admins can click Deactivate terminal. The dialog warns that this can’t be undone. Type delete in the box and click Delete